Arax Advisory Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.73M Buy
23,759
+15,204
+178% +$2.32M 0.02% 578
2026
Q1
$1.18M Buy
8,555
+5,271
+161% +$758K 0.03% 389
2025
Q4
$465K Buy
+3,284
New +$461K 0.01% 619
2025
Q3
Sell
-334
Closed -$42.9K 3609
2025
Q2
$42.9K Buy
+334
New +$40K ﹤0.01% 1312
2023
Q1
Sell
-87
Closed -$7.38K 1271
2022
Q4
$7.38K Buy
+87
New +$7.32K ﹤0.01% 697
2021
Q4
Sell
-28
Closed -$3K 1137
2021
Q3
$3K Hold
28
﹤0.01% 801
2021
Q2
$3K Buy
+28
New +$2.79K ﹤0.01% 799

Other funds holding ACWI

Arax Advisory Partners's ACWI Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares MSCI ACWI ETF (ACWI) stake by 178% in Q2 2026, buying an estimated $2.32M and bringing the position to 23,759 shares worth $3.73M. The position accounts for 0.02% of the portfolio, ranked #578.

Arax Advisory Partners first reported a position in ACWI in Q2 2021 and has held it in 7 quarters since. 842 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Arax Advisory Partners held 23,759 shares of iShares MSCI ACWI ETF worth $3.73M as of Q2 2026.
  • Arax Advisory Partners bought 15,204 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $2.32M.
  • iShares MSCI ACWI ETF made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #578 holding.
  • Arax Advisory Partners first reported a position in iShares MSCI ACWI ETF in Q2 2021 and has held it in 7 quarters since.
  • 842 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.